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Student loan retirement matching is revolutionizing workplace financial wellness in 2025. With new IRS guidance and insights from early adopters, the landscape is changing fast. Are you ready to lead the way? Register for our latest webcast today: https://ow.ly/SBgG50UxTqS 🎙️Deirdre Bertrand & Sean Wiggin 🤝 Candidly #FinancialWellness #RetirementPlanning #StudentLoans
Student loan retirement matching is revolutionizing workplace financial wellness in 2025. With new IRS guidance and insights from early adopters, the landscape is changing fast. Are you ready to lead the way? Register for our latest webcast today: https://ow.ly/SBgG50UxTqS 🎙️Deirdre Bertrand & Sean Wiggin 🤝 Candidly #FinancialWellness #RetirementPlanning #StudentLoans
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Gallagher's Molly Beer spoke to WorkLife about how the SECURE 2.0 Retirement Savings Act opening the door for employers to match their employees’ student loan payments with contributions to retirement accounts may have an impact on attracting talent. Read the full article here: https://lnkd.in/gTaf5GpA #EmployeeBenefits #FinancialWellbeing #StudentLoan
Are You In Your 30s? It’s Time To Take a Look At Your Retirement Plan If you’re in your 30s, you’re likely facing a lot of big financial milestones and changes like buying a home, starting a family, maybe even lingering student loans. It’s also a great time to reevaluate your retirement savings plan and keep your financial goals in the forefront. https://lnkd.in/evAFzS9Z
Are You In Your 30s? It’s Time To Take a Look At Your Retirement Plan If you’re in your 30s, you’re likely facing a lot of big financial milestones and changes like buying a home, starting a family, maybe even lingering student loans. It’s also a great time to reevaluate your retirement savings plan and keep your financial goals in the forefront. https://lnkd.in/evAFzS9Z
The SECURE Acts of 2019 and 2022 have revolutionized retirement and education savings. The latest update, SECURE 2.0, introduces the option for employers to match 401(k) contributions based on student loan payments, seamlessly allowing employees to save for retirement while paying off education loans. More intriguing for parents and grandparents, SECURE 2.0 permits the transfer of leftover 529 plan funds into a Roth IRA for the beneficiary, enhancing the plan's flexibility. Our team leverages these changes to bolster your family's financial future. Visit our website and learn how to take advantage of these provisions. #FinancialPlanning #SECUREAct
The SECURE Acts of 2019 and 2022 have revolutionized retirement and education savings. The latest update, SECURE 2.0, introduces the option for employers to match 401(k) contributions based on student loan payments, seamlessly allowing employees to save for retirement while paying off education loans. More intriguing for parents and grandparents, SECURE 2.0 permits the transfer of leftover 529 plan funds into a Roth IRA for the beneficiary, enhancing the plan's flexibility. Our team leverages these changes to bolster your family's financial future. Visit our website and learn how to take advantage of these provisions. #FinancialPlanning #SECUREAct
The SECURE Acts of 2019 and 2022 have revolutionized retirement and education savings. The latest update, SECURE 2.0, introduces the option for employers to match 401(k) contributions based on student loan payments, seamlessly allowing employees to save for retirement while paying off education loans. More intriguing for parents and grandparents, SECURE 2.0 permits the transfer of leftover 529 plan funds into a Roth IRA for the beneficiary, enhancing the plan's flexibility. Our team leverages these changes to bolster your family's financial future. Visit our website and learn how to take advantage of these provisions. #FinancialPlanning #SECUREAct
The SECURE Acts of 2019 and 2022 have revolutionized retirement and education savings. The latest update, SECURE 2.0, introduces the option for employers to match 401(k) contributions based on student loan payments, seamlessly allowing employees to save for retirement while paying off education loans. More intriguing for parents and grandparents, SECURE 2.0 permits the transfer of leftover 529 plan funds into a Roth IRA for the beneficiary, enhancing the plan's flexibility. Our team leverages these changes to bolster your family's financial future. Visit our website and learn how to take advantage of these provisions. #FinancialPlanning #SECUREAct
CFP™ Professional | Fee-Only Financial, Retirement & Tax Planner | President of Aspen Wealth Management
The SECURE Acts of 2019 and 2022 have revolutionized retirement and education savings. The latest update, SECURE 2.0, introduces the option for employers to match 401(k) contributions based on student loan payments, seamlessly allowing employees to save for retirement while paying off education loans. More intriguing for parents and grandparents, SECURE 2.0 permits the transfer of leftover 529 plan funds into a Roth IRA for the beneficiary, enhancing the plan's flexibility. Our team leverages these changes to bolster your family's financial future. Visit our website and learn how to take advantage of these provisions. #FinancialPlanning #SECUREAct
The SECURE Acts of 2019 and 2022 have revolutionized retirement and education savings. The latest update, SECURE 2.0, introduces the option for employers to match 401(k) contributions based on student loan payments, seamlessly allowing employees to save for retirement while paying off education loans. More intriguing for parents and grandparents, SECURE 2.0 permits the transfer of leftover 529 plan funds into a Roth IRA for the beneficiary, enhancing the plan's flexibility. Our team leverages these changes to bolster your family's financial future. Visit our website and learn how to take advantage of these provisions. #FinancialPlanning #SECUREAct
